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Gainplan’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Gainplan’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.64M Buy
13,198
+127
+1% +$44.5K 1.8% 9
2026
Q2 		$4.5M Sell
13,071
-204
-2% -$68.1K 1.77% 10
2026
Q1 		$3.97M Buy
13,275
+507
+4% +$159K 2.97% 7
2025
Q4 		$4.02M Sell
12,768
-337
-3% -$105K 1.51% 6
2025
Q3 		$4.03M Sell
13,105
-831
-6% -$246K 1.71% 9
2025
Q2 		$3.98M Sell
13,936
-14,282
-51% -$3.76M 1.81% 7
2025
Q1 		$7.25M Sell
28,218
-3,387
-11% -$917K 4.7% 4
2024
Q4 		$8.52M Buy
31,605
+3,122
+11% +$846K 3.24% 6
2024
Q3 		$7.11M Buy
28,483
+857
+3% +$217K 3.36% 5
2024
Q2 		$6.9M Buy
27,626
+1,059
+4% +$254K 3.33% 5
2024
Q1 		$6.37M Buy
26,567
+1,117
+4% +$256K 3.08% 4
2023
Q4 		$5.55M Buy
25,450
+3,992
+19% +$816K 2.91% 6
2023
Q3 		$4.2M Buy
21,458
+878
+4% +$179K 5.84% 4
2023
Q2 		$4.17M Buy
20,580
+1,025
+5% +$196K 2.27% 6
2023
Q1 		$3.65M Buy
19,555
+1,307
+7% +$238K 2.33% 4
2022
Q4 		$3.18M Buy
+18,248
New +$3.2M 7.59% 3

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Gainplan's VV Position: Q3 2026 in Review

Gainplan increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.97% in Q3 2026, buying an estimated $44.5K and bringing the position to 13,198 shares worth $4.64M. The position accounts for 1.8% of the portfolio, ranked #9.

Gainplan first reported a position in VV in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.52M in Q4 2024. 89 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Gainplan held 13,198 shares of Vanguard Morningstar Large-Cap ETF worth $4.64M as of Q3 2026.
  • Gainplan bought 127 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $44.5K.
  • Vanguard Morningstar Large-Cap ETF made up 1.8% of Gainplan's portfolio in Q3 2026, its #9 holding.
  • Gainplan first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Gainplan's Vanguard Morningstar Large-Cap ETF position peaked at $8.52M in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Gainplan's 13F filing for Q3 2026, filed 9 Oct 2026.